| Note: Assets and asset management are available with the Essential plan. See here for more information about our plans. |
As an Admin or an HR Manager, you can edit, assign, or retire your assets at any time, whether inventory or memberships.
- All your current assets are accessible from the Assets (1) tab of your menu.
- View all assets - both inventory and memberships - in list view or table view (2)
- Use the search (3) field to narrow down results further.
- Smart filters (4) are also available.
Inventory
| Note: Inventory can be assigned to one employee at a time. |
The Inventory (1) tab will display your current inventory. From this page, you can see basic information on your inventory to quickly check which employees your inventory is assigned to, or what the inventory status is (in use, in service or broken).
- Click Add asset (2) to log new inventory to the system.
- Click on any of your existing inventory assets (3) to see all of its details (including custom fields you may have created) as well as its history.
- Edit its basic information or usage details under the Details (4) tab as necessary.
- Click the Actions drop-down and mark your inventory as In service, Broken, or Retired (5), depending on its status. Retired inventory and its history will disappear from your assets and will no longer be available.
- In addition, you can clone your inventory or delete it (6).
The History (1) tab will display all actions that have taken place, including changes in the basic information for this inventory, employee assignment, or status (In service, Broken).
Memberships
| Note: Memberships can be applied to multiple employees at the same time. |
The Memberships (1) tab will display all of your available (active) company memberships. On this page, you’ll see basic information about your memberships, and you can quickly check how many employees are assigned per membership.
- Click Add (2) to add a new membership to the system.
- Select any existing membership (3) to see all of its details (including any custom fields you may have created) as well as its history.
- Edit any information under the Details (4) tab as necessary.
- Click the Actions drop-down to mark a membership as Retired (5) when you wish to remove it from your assets completely. Retired memberships and their history will disappear from your assets and will no longer be available.
- In addition, you can clone your membership or delete it (6).
The Users (1) tab will include all users currently assigned to this membership.
- Click the bin icon (2) next to any employee to remove them from the membership list.
- Click Assign (3) to open the Assign users window.
- Select employees (4) to assign the membership to.
The History (1) tab will display all actions that have taken place, including changes in basic information for this membership and employee assignments.
| Note: You can assign memberships to employees as part of their onboarding, by completing an onboarding task. To do so, you'll need to tie a membership assignment to an onboarding task. |